NTSX icon

WisdomTree US Efficient Core Fund
NTSX

Overview Fund Activity

69 hedge funds and large institutions have $429M invested in WisdomTree US Efficient Core Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.17%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
11
Increased
20
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
1
WJ Interests
Texas
$13.4M
2
OMC
2
Old Mission Capital
Illinois
$6.59M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$4.67M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$7.49M
5
PFA
5
Professional Financial Advisors
Nebraska
$3.34M

Top Sellers

1
RA
1
Rational Advisors
New York
$59M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$15M
3
HHGA
3
Halbert Hargrove Global Advisors
California
$169M
4
Truist Financial
4
Truist Financial
North Carolina
$2.78M
5
GWAG
5
Garrett Wealth Advisory Group
Texas
$901K
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
26
BlackDiamond Wealth Management
New York
$1.15M 32,918 +1,700 +5%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.09M 32,611 -27,537 -46%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.04M 31,188 +10,560 +51%
HA
29
Herold Advisors
New York
$1.03M 30,760 -2,935 -9%
T
30
TRUADVICE
Florida
$961K 26,167 +588 +2%
IWS
31
Insight Wealth Strategies
California
$906K 27,167 -247 -0.9%
GWAG
32
Garrett Wealth Advisory Group
Texas
$901K 27,016 -109,261 -80%
Millennium Management
33
Millennium Management
New York
$891K 26,731 +26,731 New
IWP
34
Innova Wealth Partners
Pennsylvania
$844K 25,320 – –
MML Investors Services
35
MML Investors Services
Massachusetts
$833K 24,993 +7,074 +39%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$821K 24,626 +8,104 +49%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$798K 23,943 -123 -0.5%
PFS
38
Prospera Financial Services
Texas
$733K 21,979 -28,236 -56%
Stifel Financial
39
Stifel Financial
Missouri
$707K 21,211 +4,351 +26%
WCP
40
Wick Capital Partners
Pennsylvania
$545K 16,337 +16,337 New
PAA
41
Peregrine Asset Advisers
Oregon
$517K 15,497 +100 +0.6%
ASN
42
Advisory Services Network
Georgia
$509K 15,267 -2,626 -15%
FFG
43
Ford Financial Group
California
$482K 14,459 -12,312 -46%
PWM
44
Perigon Wealth Management
California
$480K 14,408 -1,232 -8%
PAG
45
Private Advisor Group
New Jersey
$478K 14,329 +2,105 +17%
CAN
46
Claraphi Advisory Network
United States
$443K 13,300 -39,877 -75%
MA
47
Menlo Advisors
California
$415K 12,455 – –
KAS
48
Kestra Advisory Services
Texas
$402K 12,072 +12,072 New
FHA
49
Flagship Harbor Advisors
Massachusetts
$327K 9,813 – –
IA
50
IFP Advisors
Florida
$302K 11,437 – –
1
2
3 4